Chartered accountant or chartered tax adviser post-qualification
Experience in partially exempt financial services business
Expert knowledge of uk vat legislation and pesm provisions
The role provides first-line oversight for the Group's VAT compliance agenda while delivering high-impact technical advice to Finance and Investments
Job Summary
The role provides first-line oversight for the Group's VAT compliance agenda while delivering high-impact technical advice to Finance and Investments.
Candidates will lead strategic VAT workstreams including corporate restructurings, new product launches, and regulatory developments to optimize VAT efficiency.
The company offers a competitive salary, generous bonus scheme, private medical cover, and opportunities to progress within a purpose-led retirement expert organization.
Matching Summary
The role provides first-line oversight for the Group's VAT compliance agenda while delivering high-impact technical advice to Finance and Investments.
Salary
Competitive salary; Highly achievable bonus scheme; Pension, life assurance, and private medical cover
Skills & Requirements
Must-have
Chartered Accountant or Chartered Tax Adviser post-qualification
Experience in partially exempt financial services business
Expert knowledge of UK VAT legislation and PESM provisions
Proven experience leading major VAT workstreams on restructures
Ability to manage HMRC audits and defend complex VAT positions
Nice-to-have
Strong stakeholder management and communication skills
Ambitious, curious, and collaborative team culture
Experience with systems changes and business transformations
Commitment to diversity, equity, inclusion, and belonging
Key Requirements
Chartered Accountant or Chartered Tax Adviser qualification
Post-qualification experience in partially exempt business